Federal Tax Updates: Business Entities, Retirement Plans, and IRS Procedures

Overview

Prepare for an engaging overview of pressing matters, including provisions in the SECURE Act 2.0 affecting retirement plans, reporting requirements, statute of limitations clarifications, updated penalty rules, and more. Participants will gain practical knowledge through analysis of recent IRS releases and court cases, ensuring they stay current with evolving tax legislation and can apply insights to their practice and clients. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • recall key provisions in the SECURE Act 2.0 affecting retirement plans 
  • identify applicable IRS reporting requirements and thresholds 
  • recognize recent statute of limitations clarifications from court cases 
  • distinguish between different penalties on tax returns 
  • categorize IRS guidance on topics like substantiation and anti-injunction act 
  • select proper methods for substantiating business expenses based on court cases 
  • recognize recent tax court decisions and IRS releases on relevant topics 

Tax Year: 2023

Designed For:

CPAs, EAs, CRTPs, and other accounting, tax, and finance professionals 


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Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None